Wealth Advisor – Financial Planning & Investment Services

About the role

The Wealth Advisor reports to a Partner and the Director of Wealth Management and is responsible for managing a book of client households. This position delivers comprehensive financial planning, investment advisory, and wealth management services while mentoring junior advisors.

Key responsibilities

• Serve as primary advisor for an assigned book of client households, developing and implementing comprehensive financial plans covering retirement, investment, tax, risk management, and estate planning.
• Conduct regular client review meetings, analyze financial data, and provide recommendations on asset allocation, tax efficiency, and risk mitigation.
• Collaborate with clients’ professional advisors (CPA, estate attorney, etc.) to deliver coordinated, holistic advice.
• Identify opportunities to deepen relationships, expand services, and support business‑development initiatives.

Required profile

• Bachelor's degree in Finance, Business, Accounting, or related field.
• CFP® certification or active CPA license; Series 65 (or 66) license.
• Minimum 5 years of client‑facing experience in financial planning or wealth management.
• Experience working with high‑net‑worth individuals or professional niches (e.g., dental/medical) is preferred.

Required skills

• Proficiency with financial planning software such as eMoney and MoneyGuidePro.
• Experience using portfolio management tools.

What we offer

• Heavily subsidized medical insurance, generous HSA contributions, and 100% employer‑paid short‑term and long‑term disability, accident, basic life, and telehealth coverage.
• Unlimited PTO, organization‑paid holidays, extended winter break, and a Safe Harbor 401(k) plan.
• Employer‑paid professional dues, licenses, renewals, and continuing‑education resources.